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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.37B invested in Dutch Bros in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 62 closing their positions.

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
70
Reduced
37
Closed
62
Calls
$52M
Puts
$61M
Net Calls
-$8.98M
Net Calls Change
+$578K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$88.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$5.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$5.46M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.8M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.5M
4
NIP
4
Nicholas Investment Partners
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$9K 271 – –
EWM
152
Endurance Wealth Management
Rhode Island
$9K 275 – –
LSA
153
Lansing Street Advisors
Pennsylvania
$9K 300 +100 +50%
CHA
154
Carmichael Hill & Associates
Maryland
$9K 300 +100 +50%
Simplex Trading
155
Simplex Trading
Illinois
$8K 283 +283 New
DFCM
156
Dark Forest Capital Management
Puerto Rico
$7K 222 -27,742 -99%
AIA
157
Arcadia Investment Advisors
Idaho
$6.46K 204 – –
PFS
158
Prospera Financial Services
Texas
$6K 175 -17 -9%
TCM
159
Tradewinds Capital Management
Washington
$6K 197 – –
BWM
160
BerganKDV Wealth Management
Minnesota
$6K 200 +200 New
BLC
161
Brown, Lisle/Cummings
Rhode Island
$5.86K 185 – –
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$5K 150 +150 New
SWM
163
Spire Wealth Management
Virginia
$5K 162 +162 New
TWC
164
TD Waterhouse Canada
Ontario, Canada
$4.15K 100 +100 New
TWM
165
Tradition Wealth Management
Minnesota
$3K 90 -100 -53%
HFM
166
Hartford Financial Management
Connecticut
$3K 100 – –
SWM
167
Selective Wealth Management
Virginia
$3K 94 – –
AW
168
ACG Wealth
Georgia
$3K 100 +100 New
CI
169
CX Institutional
Indiana
$3K 100 +100 New
AW
170
Avion Wealth
Texas
$3K 100 +100 New
TFGT
171
TS Financial Group (TSFG)
Illinois
$3K 100 +100 New
TIM
172
Tortoise Investment Management
New York
$3K 100 +100 New
BMD
173
Better Money Decisions
New Mexico
$3K 100 +100 New
SCA
174
Stonebridge Capital Advisors
Minnesota
$3K 100 +100 New
WTA
175
Washington Trust Advisors
Massachusetts
$2K 69 – –
5 6
7
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